Shows / Money Talk: The Annex Wealth Management Show - SWFL
Money Talk: The Annex Wealth Management Show - SWFL
The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
Episodes
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 16
Our 1st show in a new timeslot! Dave and Derek recap the week. We also learn more about Millionaire Myths, check out Ask Annex, and hear how Annex assists…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 9
On our last 30-minute show before we expand to an hour and move to 12noon, Dave and Derek review a turbulent week. Deanne Phillips digs into 7 money lies we…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 2
Our 2021 Year-in-Review: Story of the Year, Most Consequential Person of the Year, and Most Important Company. Plus, Dave Spano and Derek Felske look ahead to…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 26
Dave and Derek talk about the future of the markets in 2022. How does the Fed influence employment? Dave and Derek discuss. Deanne Phillips, Director of Client…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 19
Dave and Derek talk about this week's market. We dive into why some find it so hard to spend in retirement.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 12
Dave Spano and Derek Felske recap the markets. We talk about how grandparents can bless grandchildren through great financial planning and what to consider if…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 5th
Dave Spano and Derek Felske recap a turbulent week. We explain how Annex assists clients with annuity assessments and why and how you might consider deeding a…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 28
Happy long Thanksgiving Weekend! We're still at it. Dave Spano and Derek Felske review the markets, we HEAR the Difference from one of our clients, and our…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 21
Dave and Derek discuss this week's market. Our Estate Planning Attorney, Jill Martin, JD, discusses the ramifications to inheriting money and Dave answers this…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 14
Peak bottlenecks, a wild Rivian IPO, worrisome CPI and PPI, and more. Dave Spano and Derek Felske cover it.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 7
Dave Spano and Derek Felske discuss market news and analysis. Deanne Phillips gives us three things we need to consider for happiness in retirement.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 31
Derek Felske and Deanne Phillips review the markets and talk about earnings this week. Brandon Lehman, CFP®, Director of Branch Development, discuss the Annex…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 24
Dave Spano and Derek Felske review the markets and talk about The Beige Book. Randy Winkler, CFP® and Stephanie Emons, discuss mistakes to avoid with Required…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 17
Dave Spano and Danny Clayton review the markets and supply chain disruptions. Randy Winkler, CFP®, discusses Roth IRA conversions.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 10
Mark Beck and Derek Felske discuss the markets. Register to join us at our upcoming webinar Women & Wealth: Financial Self-Defense on Tuesday, October 12th…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 3
Dave Spano and Derek Felske review a volatile week with a look at what to expect in the 4th quarter.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 26
https://www.eventbrite.com/e/webinar-saving-the-family-cottage-93021-tickets-172780219287
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 19
Dave and Derek cover Quadruple Witching---and other topics from the week. Learn more about proper steps to take when selling a business.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 12
Mark Beck and Todd Voit review the markets. We also share how to avoid common mistakes for business owners and estate plans.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 5
Mark Beck and Derek Felske discuss the investment markets. Deanne Phillips, Director of Client Learning & Development, covers preparing for the unexpected…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 29
Dave Spano and Derek Felske talk the market and recent global news. Brandon Lehman, CFP®, Director of Branch Development discuss how our team directly impacts…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 22nd
Dave Spano and Derek Felske discuss the market. Hear the difference in Annex Wealth Management client experience story.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 15th
Dave Spano and Derek Felske discuss the market. Deanne Phillips, Director of Client Learning & Development, talks fortune hunters and gold diggers - how to…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 8th
Dave Spano and Derek Felske review the market. Deanne Phillips, Director of Client Learning & Development, discusses generational financial differences. Bryan…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 1st
Derek Felske, Deanne Phillips and Danny Clayton review the market and inflation. Jill Martin, Estate Planning Attorney, talks trusts and implications. Bryan…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 25th
Dave Spano and Derek Felske review the market. Deanne Phillips, Director of Client Learning & Development, discusses how grandparents can help their…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 18
Mark Beck and Derek Felske review the week, look ahead, and offer insight from a fee-only fiduciary. We also cover the importance of making the right choice…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 11th
Mark Beck and Derek Felske review the market and discuss Roth conversions.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 4
On this special episode, we look back on some of our most popular segments.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 27
As June closes out, we may have a stimulus agreement. Or not. Dave and Derek discuss.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 20
Happy Father's Day. Dave and Derek discuss last week's FOMC meeting, cover questions on Ask Annex, and look ahead to earnings season.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 13
Mark Beck and Derek Felske review the market and we HEAR the difference from an Annex client.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 6
A decent jobs number to end the week plus a review of the rest of the market.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 30th
A market review plus conversations about spending in retirement and settling an estate plan.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 23
Dave and Derek discuss what the FED can do for inflation and what impacts your portfolio. We check in with Brandon Lehman, CFP®, Director of Branch Development…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 16
Derek and Deanne cover the week including the CPI number. We 'hear the difference' from an Annex client as well as details about a brand new webinar.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 9th
Dave and Derek discuss the big whiff from analysts and the jobs number. Bryan Fiore, branch director stops in and Deanne Phillips talks about 7 Money…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 2nd
Deanne Phillips joins Derek Felske to recap a volatile week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, too.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 25
Earnings, inflation, and taxes. A lot to cover this week for Dave Spano and Derek Felske. Why are musicians selling their publishing? The answer might have…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 18
Record market closes and the start of earnings season. Dave Spano and Derek Felske cover the markets and what is on our radar. We check in with Bryan Fiore…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 11
Mark Beck, director of Wealth Management Services, and Todd Voit, Chief Investment Strategist cover the market and what's on the horizon. How much life…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 28
Dave and Derek recap the week. Our Estate Planning department discusses finding the RIGHT executor. We check in with Bryan Fiore, branch director of Annex…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 21
A recap of the FOMC meeting and the subsequent impact. We answer questions on Ask Annex, chat with Bryan Fiore, branch director at Annex Wealth Management…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 14
It's PI Day, and Dave Spano and Derek Felske look back at the week---and the last tumultuous year. Ask Annex covers gold, the US dollar, and the Roaring 20's…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 7
Dave Spano and Derek Felske recap a volatile week, we preview our Women & Wealth webinar series, answer some questions on Ask Annex and visit with Bryan Fiore…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 28
Dave Spano and Derek Felske recap a somewhat volatile week, we discuss various celebrities who died without an estate plan, and check in with Bryan Fiore of…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 21
Dave Spano is joined by Chief Investment Strategist Todd Voit for a week-in-review, a chat about bonds, and a look down the road. In an Annex Executive…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 14
Happy Valentine's Day. Dave Spano and Derek Felske review the previous week. We open the mailbag with Ask Annex, check in with Bryan Fiore, branch director at…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 7
Earnings, stimulus, froth, and more on the Superbowl Sunday edition. Also, common estate planning mistakes to avoid and a chat with Bryan Fiore, Branch…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 31
Dave Spano and Derek Felske recap the market--including the Reddit/GameStop story. Bryan Fiore, branch director at Annex Wealth Management covers the Winter…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 24
A new administration, some decent earnings reports, and a look ahead. We dip into the mailbag with Ask Annex, check in with Bryan Fiore, branch director at…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 17
Dave and Derek cover sector rotation, the start of earnings season, and the Biden fiscal plan. We've got details on a brand new webinar and check in with Bryan…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 10
Derek and Dave review what was a pretty wild week. We review what Gen X'ers should consider when it comes to retirement planning and Bryan Fiore, branch…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 3
Dave Spano and Derek Felske look back at 2020---with an eye on 2021. We also have two great examples of how the teams at Annex Wealth Management delivered for…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 27
In a two-part series today, we look at the value of an investor. What's a Gray Divorce? It's happening more and Deanne Phillips explores the topic. What's the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 20
What is quadruple witching? Dave and Derek cover it plus the inclusion of Tesla in the S&P500. Are people moving their retirement dates because of COVID? We…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 13
IPOs, vaccines, and Disney's powerful numbers. Dave and Derek discuss last week and look ahead to 2021. Does it really take 570 hours to settle an estate?…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 6th
A new jobs report, a couple of market records, and the threat of headwinds. Dave Spano and Derek Felske cover the market. We'll check in with Bryan Fiore…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 29
Happy Thanksgiving weekend. On this week's show, we look back on some of our favorite team segments.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 22
A second week of promising vaccine news, yet a rather bumpy week. Dave and Derek break it down. Naples branch director Bryan Fiore covers 4 facts about…